Olistico Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Olistico Wealth, LLC
- $189 Billion
- Q3 2025
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Olistico Wealth, LLC holds 16,734 shares of DFAS stock, worth $1.12 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
16,734
Previous 16,734
-0.0%
Holding current value
$1.12 Million
Previous $1.07 Billion
7.46%
% of portfolio
0.61%
Previous 0.59%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio